Senior Associate, Client Onboarding Operations Team Lead

The Bank of New York Mellon•Jersey City, NJ

56d•$58,000 - $120,000

About The Position

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate, Client Onboarding Team Lead to join our Global Collateral Client Platform team. This role is located in Jersey City, NJ. In this role, you'll make an impact in the following ways: Onboard clients into the system, open and close accounts, and handle transitions and conversions with minimal direction. Serve as an advisor to clients during onboarding, transitions, and conversions, ensuring regulatory AML and KYC requirements are met prior to account opening. Lead project management activities for onboarding, transitions, and conversions including reporting, planning, issue/risk tracking, scheduling, and documentation preparation. Support complex conversion activities for institutional client relationships, ensuring compliance, legal, and regulatory requirements are met and client satisfaction is maintained. Enable clients to support SEC Mandate for Centrally Cleared activity for US Treasuries in triparty repo market.

Requirements

Bachelor's degree or equivalent combination of education and experience; advanced/graduate degree preferred.
5-7 years of total work experience preferred, with background in securities, financial services, client-facing, or project management roles.
Experience with AML, KYC, and regulatory compliance in client onboarding and account management.
Experience in client-facing roles or project management preferred.
Demonstratable Microsoft Excel experience required.
Must be able to learn new systems and adapt to change.
Understanding of the Triparty Repo Market highly preferred.
Ability to act as a Team Lead by providing guidance to less experienced colleagues and monitoring work quality.

Nice To Haves

advanced/graduate degree preferred.
Experience in client-facing roles or project management preferred.
Understanding of the Triparty Repo Market highly preferred.

Responsibilities

Onboard clients into the system, open and close accounts, and handle transitions and conversions with minimal direction.
Serve as an advisor to clients during onboarding, transitions, and conversions, ensuring regulatory AML and KYC requirements are met prior to account opening.
Lead project management activities for onboarding, transitions, and conversions including reporting, planning, issue/risk tracking, scheduling, and documentation preparation.
Support complex conversion activities for institutional client relationships, ensuring compliance, legal, and regulatory requirements are met and client satisfaction is maintained.
Enable clients to support SEC Mandate for Centrally Cleared activity for US Treasuries in triparty repo market.

Benefits

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
We provide access to flexible global resources and tools for your life's journey.
Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

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